Product guide / Portfolio
every company you follow, in one view
Know where attention belongs across every company.
Portfolio brings company health, metrics, activity, requests, and relationship context into one monitoring view for a fund, an accelerator, or a multi-company operator.
Startup profile
Nexus Analytics
Series A · B2B SaaS · Paris
ARR
€6.2M
Growth
+28%
Runway
24 mo
NRR
132%
Discuss on Nexus Analytics
Where this helps
Attention is the scarcest asset a fund allocates, and the one least often allocated on purpose.
The question it puts in front of you
Which company needs attention this week, and why that one?
Where judgment belongs
You judge health and decide where the week goes.
What gets prepared for you
Metrics, activity, requests, and reporting cadence are consolidated into one attention view instead of five tabs.
Relationships
What the review surface shows.
Review companies as an overview, cards, a table, or a narrative.
Track private account metrics alongside explicitly shared founder metrics.
Request missing data and keep the reporting cadence visible.
Review controlled report-date snapshots without exposing live internal data.
Portfolio in the real world
Which company needs you this week — and on what evidence.
An investment team segments companies into typed portfolio Lists, sees which ones need attention, opens a company’s metric history, and requests an update — without mixing private fund observations with founder-owned company data.
Portfolio is the ongoing monitoring surface; Pipeline is the adjacent qualification surface. The same account can appear in both when the work requires it.
What holds up
What it does well, and what it was never meant to do.
Constraints are a design position, not an apology. Everything on the left ships today; everything on the right we decided against.
What you can rely on in Portfolio
- Exports the current portfolio table as CSV.
- Imports supported portfolio data from selected CSV and connected sources.
- Uses grants for founder-to-investor metric sharing.
- Uses frozen snapshots, Reports, and publications for external delivery.
What we chose not to build
- This is not an always-live, authoritative founder feed.
- Imported data is not automatically accurate.
- The current scenario summary is not a portfolio scenario engine.
Outputs & exports
Portfolio table CSV
Works with
Where Portfolio hands the work on.
Decisions rarely stop where a product does. These are the guides that pick the work up next.
For your company
See how Operalta fits your company.
Bring one current decision or process. We will map it together.